Leanafy

To search for a particular scribe, you can use the 

 shortcut on a Windows computer. This will open a search box where you can type in the name or keyword you are looking for. The search function will then highlight any instances of the name or keyword on the page, allowing you to easily locate the desired scribe.

This is an exhaustive guide but if you have just signed up to Leanafy, we have created a specific step-by-step onboarding guide for you which you can checkout at this link. 

Central: How to generate license plate identifiers for pallets.

Central: How to create an ARN(Advance Receipt Notice)

Central: How to Create an ARN with source information.


Central: How to create multiple ARN via CSV

Central: How to assign an ARN 

Central: How to add item(s) in an open ARN

Central: How to receive items against an ARN

Central: How to update/modify ARN

Central: How to cancel an open ARN

Central: How to Print an ARN

Central: How to Generate a GRN(Goods Receive Note) for a fulfilled ARN

Central: How to Create an Order 

Central: How to create an order with order details.

Central: How to upload bulk orders via CSV 

Central: How to add item(s) in an open order

Central: How to generate a picklist for an Order

Central: How to assign a picklist

Central: How to pick item(s) for an order

Central: How to add a package for an order

Central: How to do Shipping for a packed order.

[Override] How to mark product packed, shipped and closed 

Central: How to cancel an open order

Central: How to print an order

Central: How to do Manual Shipping for a packed order.


Central: How to generate a return slip for the item(s) in a closed order

Central: How to cancel an order return request

Central: How to Create a BOL(Bill of Lading)

Central: How to print an BoL

Central: How to edit product information from inventory 

Central: How to view product info in inventory

Central: How to perform Inventory Audit for an item(s)

Location-to-location transfer of an item [Flow 1]

Location-to-container transfer of an item [Flow 2]

Container-to-Location transfer of an item [Flow 3]


Container-to-Container transfer of an item [Flow 4]


Central: How to place an Item on Hold.

Central: How to print a product label

Central: How to add a warehouse user

Central: How to create a 'New Access Profile' for a warehouse

Central: How to update permission(s) in the access profile for a warehouse

Central: How to add a new client to a warehouse.

Central: How to add UoM (Units of Measurement)

Central: How to add Item(s) in the Item Master for a client.

Central: How to add item(s) in the item master via CSV

Central: How to create a kit

Central: Adding client contacts 

How to update the client logo/name

Central: How to add a client user

Central: How to create an custom work order

Central: How to create an work order for kit assembly

Central: How to update warehouse settings

Central: How to add/delete standard packages in a warehouse

Central: How to add/update bill of lading (BoL) addendum

Invoicing: How to create a custom transaction

Invoicing: How to create a manual transaction

Invoicing: How to create a manual recurring service line for a client

Invoicing: How to create a custom service line for a client

Invoicing: How to create a service line for Order fulfilled [flow 1 Discounted model]

Invoicing: How to create a service line for Received ARN [Flow 2 Incremental model] 

Invoicing: How to generate a invoice for a client

Pages

Help Guide !

Leanafywms

This guide provides step-by-step instructions on how to create a kit on the Central platform. It includes detailed explanations and screenshots to help users navigate through the process easily. By following this guide, users will be able to create kits efficiently and effectively, improving their overall workflow and organization.

This guide provides step-by-step instructions on how to generate a return slip for items in a closed order. It includes clear instructions and screenshots, making it easy to follow. By following this guide, you can efficiently generate a return slip for any item that needs to be returned, ensuring a smooth return process.

This guide provides step-by-step instructions on how to create an order with order details on Central. It is useful for anyone who needs to navigate the Central dashboard, select clients and products, add customer details, and include additional information for the order. Following these steps will allow users to successfully create an order with all the necessary information.

This guide provides a step-by-step process for printing a Bill of Lading (BoL) from the Central dashboard. By following these instructions, users can easily access and print BoL documents for their shipping needs.

Central: How to print a BoL

This guide provides step-by-step instructions on how to assemble a kit from items in your inventory using the Central platform. By following these steps, you can easily create a work order, select the desired client and kit, specify the kit quantity you want to assemble, and then create & fulfil the work order.

If you are running a 3PL operation that utilises its fleet of trucks to deliver goods then you might need to generate a BoL for these types of shipments. This guide will walk you through the process of creating these BoLs using Leanafy.

This guide provides step-by-step instructions on how to create multiple ARNs (Advanced Receipt Notice) using a CSV file. It explains how to navigate to the central dashboard, download the required format, edit the CSV file, select the client, and upload the file to create the ARNs. Following this guide will help users efficiently create multiple ARNs in a centralized manner.

This guide provides a step-by-step process on how to generate an invoice for a client using a central dashboard.

This guide provides step-by-step instructions on how to create a service line for order fulfillment in an invoicing system. It covers everything from logging in to selecting clients and creating different billing models.

This guide provides step-by-step instructions on how to add a warehouse user in Central. By following these simple steps, you can easily grant access to new users and assign them specific roles within the warehouse management system.

This guide provides a quick and easy step-by-step process for assigning a picklist in Central. By following these steps, users can efficiently manage their picking tasks and ensure successful assignment of picklists.

This guide provides step-by-step instructions on how to view inventory information in Central. By following these steps, users can easily access and navigate through different sections, such as aliases, locations, and batches, to gain a comprehensive understanding of their inventory. Whether you are a business owner or a warehouse manager, this guide is essential for efficiently managing your inventory and making informed decisions.

This guide provides step-by-step instructions on how to do a location-to- container transfer of an item.

This guide provides step-by-step instructions on how to cancel an open ARN in the Central dashboard. If you need to cancel an ARN this guide will walk you through the necessary steps to successfully cancel the ARN.

This guide provides step-by-step instructions on how to create a service line for Received ARN using Incremental model. By following this guide, users will be able to create service lines accurately and efficiently, ensuring smooth invoicing processes.

This guide provides clear and concise steps on how to print a product label using Central. It includes instructions on how to navigate to the product, access the label options, and finally print the label. Following this guide will help users easily generate and print accurate labels for their products.

This guide provides a step-by-step process on how to generate a Goods Receive Note (GRN) for a fulfilled Advance Receipt Notice (ARN) on Central. It outlines the necessary steps to access the dashboard, select the appropriate ARN, and generate the GRN successfully.

This guide provides a step-by-step process on how to update warehouse settings in the Central dashboard. It includes instructions on modifying warehouse information, address, currency, and saving the changes. If you need to update your warehouse settings, this guide will help you navigate the process efficiently.

This comprehensive guide offers a detailed walkthrough for seamlessly adding new client contacts within Leanafy WMS. It's advisable to include contacts that are regularly utilizThis guide provides a step-by-step process fed, such as client suppliers. By tagging supplier contacts during the creation of ARNs, for instance, you enhance the contextual understanding of your ARNs, as well as for orders and similar processes. Follow these steps to streamline your contact management process effectively.

This guide provides step-by-step instructions on how to add items to the Item Master for a client. It covers everything from logging into the central dashboard to uploading product images, entering product details, setting tracking information, and specifying stock levels. Following this guide will ensure that you can easily and efficiently add items for your client in the Item Master.

This guide provides step-by-step instructions on how to update the client logo and name on a central dashboard. By following these simple steps, users can easily upload a new logo and update the client name if required.

This guide provides a step-by-step process on how to cancel an open order on Central. If you need to cancel an order, this guide will help you navigate through the necessary steps to do so efficiently.

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This guide provides step-by-step instructions on how to add the item(s) to the item master via CSV. It includes details on downloading the item master template, filling in the necessary information, and uploading the CSV file. Following this guide will help users efficiently manage and update their item master list.

This guide provides a step-by-step process on how to cancel a return request for an order on Central.

This guide provides step-by-step instructions on how to create an Advance Receipt Notice (ARN). By following these steps, users can easily generate an ARN for their clients to receive the inbound inventory in the warehouse.

This guide provides step-by-step instructions on how to add item(s) to an open ARN (Advance Receipt Note) in the Central dashboard.

This guide provides a step-by-step process for placing an item on hold. Following these instructions will allow users to easily navigate the system and successfully place an item on hold.

This guide provides step-by-step instructions on how to add or delete standard packages in a warehouse on the Central dashboard.

This guide provides step-by-step instructions on how to add Units of Measurement (UoM) for your client. By following these steps, you can easily configure and customize UoM classes and divisions, allowing for accurate tracking and conversion of units for your warehouse operations.

This guide provides step-by-step instructions on how to create a custom work order in Central. It includes details on selecting the work order type, choosing the client, adding tasks and instructions, and associating files.

Central: How to create a custom work order

This guide provides step-by-step instructions on how to create an ARN with source information on the Central platform.

This guide provides step-by-step instructions on how to upload bulk orders to Leanafy WMS via CSV. By following these steps, users can efficiently create multiple orders and upload them to the system in one go, saving time and effort.

This guide provides step-by-step instructions on how to create a custom service line for a client in order to streamline the invoicing process.

This guide provides step-by-step instructions on how to add a custom package for an order on the Central dashboard. It includes information on selecting the measurement system, entering package dimensions and weight, adding products to the package, and ultimately adding the package to the order. Following this guide will help users efficiently customize packages for their orders.

Central: How to add a custom package for an order

This guide provides step-by-step instructions on how to add an item to an open order in the Central system.

This guide provides step-by-step instructions on how to do manual shipping for a packed order. It explains how to navigate through the central dashboard, select the order, enter customer and shipping details, and complete the shipment. Following this guide will help ensure that the manual shipment process is completed successfully.

This guide provides step-by-step instructions on how to add a new client to a warehouse.

This guide provides step-by-step instructions on how to create a manual transaction for invoicing. It is useful for anyone who needs to manually add transactions to their invoicing system.

This guide provides a step-by-step process on how to mark an order as packed, shipped, and closed on central platform. This is the override method. If you are not using the normal packaging and shipping flow provided by Leanafy and still want to close the order via manual override you can follow this process.

This guide provides step-by-step instructions on how to add or update a bill of lading (BoL) addendum in the Central dashboard. By following these steps, users can easily modify the BoL addendum according to their specific requirements and save it successfully.

This guide provides step-by-step instructions on how to pick an item for an order using the Central dashboard.

This guide provides step-by-step instructions on how to do a container-to-location transfer of an item.

This guide provides step-by-step instructions on how to update permissions in the access profile for a warehouse. Following these steps will allow you to easily manage and modify profile permissions, ensuring that the right people have the right level of access to your warehouse.

This guide provides step-by-step instructions on how to create a custom transaction for invoicing.

This guide provides step-by-step instructions on how to create a manual recurring service line for a client in the invoicing system. By following these steps, users can easily set up and manage recurring charges for their clients, ensuring accurate and efficient billing.

This guide provides a step-by-step process on how to print an order from your central dashboard. Following these simple steps will help you efficiently print order information and keep track of your business operations.

This guide provides step-by-step instructions on how to add a client user to the Central dashboard.

This guide provides step-by-step instructions on how to do shipping for a packed order using Central. It explains how to navigate to the website, select the desired date, create a shipment, enter recipient and sender details, and schedule package pickup. Following this guide will help users efficiently complete the shipping process.

This guide provides a simple step-by-step process for generating license plate identifiers for pallets. By following these instructions, users can easily generate a CSV file with the desired number of license plates.

This guide provides step-by-step instructions on how to create a new access profile for a warehouse in Central. By following these steps, users can easily set up customized access profiles for different roles within their warehouse, enhancing security and improving overall management efficiency.

This guide provides a simple step-by-step process for generating a picklist for an order in the central dashboard. It offers clear instructions and ensures that the picklist is generated successfully so that you can initiate the picking process.

This guide provides step-by-step instructions on how to do a location-to- location transfer of an item.

This guide provides step-by-step instructions on how to perform an inventory audit for a specific item. By following these steps, you can ensure accurate inventory counts, identify any discrepancies, and update the quantity or unit if needed.

This guide provides a quick and easy step-by-step process for printing an ARN on the central dashboard. It is useful for anyone who needs to generate a printed copy of an ARN for documentation or reference purposes.

This guide provides step-by-step instructions on how to do a container-to-container transfer of an item.

This guide provides a simple step-by-step process to assign an ARN to a user in the Central dashboard. By following these instructions, you can easily manage and assign ARNs to users, ensuring smooth access and permissions within your system.

This guide provides step-by-step instructions on how to create an order through a central dashboard. It explains the process of selecting a client, adding items to the order, and creating the order. By following these steps, users can efficiently create orders for their clients.

This guide provides step-by-step instructions on how to edit product information in the inventory. It explains how to navigate to the inventory page, select the item to be edited, and update the necessary details. This guide is essential for anyone who needs to manage and update product information efficiently.

This guide provides step-by-step instructions on how to update or modify an ARN (Advance Receipt Notice) in the central dashboard. It covers various actions such as modifying item quantities, deleting items, updating ARN details, adding additional information, and modifying received item quantities. It is helpful for anyone who needs to make changes to an ARN in their central dashboard.

This guide provides step-by-step instructions on how to do receiving for an Open ARN on Central. It includes details on how to start the receiving process, select items, enter quantities, and associate containers.